(626) 844-1440

Capital Research and Consulting

You need a smart
retirement plan solution,
not a longer to-do list

With over 27 years of fiduciary experience advising over
$4 billion of plan assets, learn how Capital Research +
Consulting can help you create better futures.


Retirement plan advisors

who speak your language

Sponsoring a retirement plan of any size is a big responsibility. At Capital Research + Consulting, we understand that you’re busy and you’re not in the business of retirement plans. You need an advisor to handle the red tape for you and keep you fully informed about what’s really important.

For you...

Our disciplined, full-service approach brings time savings, cost
control, and greater understanding

  • Compliance and fiduciary consulting
  • Investment consulting
  • Benchmarking and cost negotiation
  • Unique early warning system for problem funds

For your participants...

Better outcomes and a brighter future.

  • Proactive education
  • Responsive support
  • Better investment options


As a fiduciary, we stand beside you and act as your advocate.


We’re completely independent, so you get unbiased advice.


We’ve been helping keep clients worry-free since 1991.

Why Choose Capital Research + Consulting?

Our retirement plan experts stay on top of this rapidly-changing industry so you don’t have to.


In today’s litigious environment, you can’t afford to sit back. We proactively ensure your plan’s conformance with regulations and best practices. Our proprietary fund reporting also helps identify problems before they cause damage.


At CRC, we prioritize liability prevention.  We’ll make sure your plan is compliant and fully document all decisions as we go.  We’ll keep a watchful eye on fees to help ensure your participants get the most value.


You’re busy, so we do everything we can to keep the process easy for you.  This includes frequent meetings, unlimited support and executive-style reporting that is easy to understand.

Capital Insights

Six 401(k) Committee Best Practices to Reduce Your Liability in 2021

With the continued litigation trend, 401(k) committee members may wonder how to reduce potential liability. Here are 6 tips to help minimize liability and maximize service to participants.

Is Your Organization’s Retirement Plan Ready for What’s Coming?

The combination of financial stress and increasing retirement plan litigation equal more potential issues for plan sponsors. Learn how to reduce your potential liability.

How To Find The Best Financial Advisor for Your Retirement Plan

As a retirement plan sponsor, you are shouldering a lot of risk. With litigation on the rise, learn how you can hire the right type of financial advisor to help you minimize risk, while saving time and worry.

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